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Overview

Excerpt

Customer Self Service features Minimum Order Charge functionality, whereby a charge can automatically be applied to a customer's order if the order total does not meet a specified threshold/minimum-amount.

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You can enable/disable the Minimum Order Charge at two levels:

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Note

This document will ignore the following additional features for the present:

  • Stock Group Exceptions - assumed disabled
  • System Table Order Limit Charge amount - assumed disabled so the amount is taken from the system level setting; the system table functionality allows configuring a charge amount per Customer Type
  • Customer Minimum Order Charge Override - assumed disabled

Step-by-step

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guides

To Configure the Charge Threshold and Charge Amount:

  1. Login as an administratorClick "Settings" in the menu (Administrator.
  2. Navigate to 'Settings' --> 'Settings' (/zSettings.aspx)
  3. Select the "Orders" tab
  4. Select the "Click the 'Orders' tab.
  5. Click the 'Restrictions and Charges" sub' sub-tab.
  6. In the "the 'Order Limits" section ' section you can:
    1. Configure the "the 'Minimum Order Value" setting ' setting - This is the amount that the order must be over to prevent the application of the minimum order charge. Anything up to and including this amount will result in the Minimum Order Charge being applied.
    2. Configure the "the 'Charge amount for under Order Limit" setting ' setting - This is how much the Minimum Order Charge will be if the order is under the threshold (less than order equal to the Minimum Order Value).
  7. Click the 'Update' button to save changes.

Step-by-step:

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To Configure a Specific Customer for Minimum Order Charge:

  1. Login as an administratorFrom the menu go to "Accounts" > "Administrator.
  2. Navigate to 'Accounts' --> 'Advanced Customer Maintenance" ' (/CustomerMaintenance.aspx).
  3. Search for and select the customer you want to configure Minimum Order Charges against
  4. Go to the "Customer Details" tab
  5. Click "Modify"
  6. Select an appropriate value for the "Apply Minimum Order Charges" setting

 

  1. required customer. 
  2. Click the 'Customer Details' tab.
  3. Click 'Modify'.
  4. Enter a value for the 'Apply Minimum Order Charges' setting.

    Warning

    If you select 'yes' or 'no' then the charge will or will not be applied as you have specified

    If neither are selected (i.e. "Please Select..") then the system falls back to using the Per Role configuration (see next section

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  1. )

  2. Click 'OK' to save.

 

 

Step-by-step:

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To Configure Role-based fall-back for

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Minimum Order Charge:

  1. Login as an administratorGo to the Role configuration page (Administrator.
  2. Navigate to 'Accounts' --> 'Role Managemenet' (/zRoles.aspx).
  3. Select the role you want to configure
  4. Go to the Functions tab
  5. You can enablethe required role via radio button.
  6. Click the 'Functions' tab.
  7. Enable/disable the charge for the role by

    clicking

    clicking 'Modify'

    and selecting

     and selecting 'Yes'

    or

     or 'No' for

    the

    the 'Enable Order Limit Charge' setting.

  8. Click 'OK' to save.

    Note

    This role-based setting only takes effect if the a customer account does not have 'Yes' or 'No' selected for the 'Apply Minimum Order Charges' setting.



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